13F Insight
DOSSIER · 13F-HR · Q2 2026

ARBOR TRUST WEALTH ADVISORS, LLC

$248M in tracked AUM across 96 positions as of Q2 2026.

AT
CIK 0001797135 · last filed Jun 30, 2026
Total AUM
$248M
as of Q2 2026
Holdings
96
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

ARBOR TRUST WEALTH ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHF
SCHWAB STRATEGIC TR
$19M698K7.8%02
SCHG
SCHWAB STRATEGIC TR
$11M325K4.4%03
ABBV
ABBVIE INC
$11M43K4.3%04
EFA
ISHARES TR
$10M101K4.2%05
JCPB
J P MORGAN EXCHANGE TRADED F
$10M210K4.0%06
SCHM
SCHWAB STRATEGIC TR
$9M248K3.7%07
AAPL
APPLE INC
$8M29K3.4%08
SCHX
SCHWAB STRATEGIC TR
$8M273K3.2%09
PYLD
PIMCO ETF TR
$8M287K3.1%10
SPYV
SPDR SERIES TRUST
$7M119K2.9%

Filing history

2026Q2Jun 30
$248M▲ 9.0%
96 positionsView →2026Q1Mar 31
$228M▼ 0.5%
90 positionsView →2025Q4Dec 31
$229M▲ 3.0%
82 positionsView →2025Q3Sep 30
$222M▲ 8.6%
81 positionsView →2025Q2Jun 30
$204M▼ 4.1%
84 positionsLocked2025Q1Mar 31
$213M▼ 0.1%
95 positionsLocked2024Q4Dec 31
$213M▲ 12.1%
93 positionsLocked2024Q3Sep 30
$190M— 0.0%
100 positionsLocked2024Q2Jun 30
$190M▲ 4.6%
100 positionsLocked2024Q1Mar 31
$182M▲ 8.3%
98 positionsLocked2023Q4Dec 31
$168M▲ 10.6%
92 positionsLocked2023Q3Sep 30
$152M▼ 3.4%
90 positionsLocked
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